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Copley Financial Group’s Stoneridge SRI Stock Holding History

Copley Financial Group’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$560 – 196
2024
Q3 		$560 Buy
+50
New +$713 ﹤0.01% 205

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

Copley Financial Group's SRI Position: Q4 2024 in Review

Copley Financial Group sold out of Stoneridge (SRI) in Q4 2024, closing a stake of 50 shares — an estimated $560 sold.

Copley Financial Group first reported a position in SRI in Q3 2024 and held it in 1 quarter. The position peaked at $560 in Q3 2024. 129 funds tracked by Wall St. Rank hold SRI as of Q4 2024.

  • Copley Financial Group reported no remaining Stoneridge position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 50 Stoneridge shares in Q4 2024, an estimated $560.
  • Copley Financial Group first reported a position in Stoneridge in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Stoneridge position peaked at $560 in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Stoneridge as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.